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Retirement Benchmarks by Age 40, 50, 60 (And What If You’re Behind?)

Автор: Tommy Two Cents

Загружено: 2025-12-23

Просмотров: 148

Описание: You’ve probably seen retirement “benchmarks” that say you should have a certain amount saved by age 40, 50, or 60. In this video, Tommy explains where those numbers come from, how to think about them realistically, and what they actually mean for your situation.

This isn’t about judging progress or creating anxiety. It’s about using benchmarks as a reference point, understanding what really matters as retirement gets closer, and knowing what to focus on if you feel behind.

Book a time with Tommy → https://form.typeform.com/to/PZWFgVMq

Timestamps:
0:00 Intro
0:38 What The Benchmarks Actually Are
1:29 Where Did These Benchmarks Come From?
2:41 Why The Benchmark Can Be Misleading
4:20 How To Use The Benchmark
6:00 Three Scenarios
7:34 "What If I'm Behind?"
9:21 What You Should Focus
10:48 Why People Feel Lost
11:46 The Whole Point
12:18 Outro


Advisory services are offered through InvestWise Wealth Management, LLC, an investment adviser affiliated with Caitlin John, LLC, an SEC-registered investment adviser. This content is intended for educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. Always consult with a qualified investment, tax, or legal professional regarding your individual circumstances.

The strategies, case studies, and examples discussed are hypothetical and provided solely for illustrative and educational purposes. They do not reflect actual client outcomes and are not guarantees of future results. All investing involves risk, including the potential loss of principal.

Comments shared by viewers reflect their own opinions and do not necessarily represent the views of InvestWise Wealth Management, LLC or Caitlin John, LLC. They have not been verified for accuracy and should not be interpreted as testimonials or endorsements.

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Retirement Benchmarks by Age 40, 50, 60 (And What If You’re Behind?)

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